Certified Financial Planner Board of Standards Inc.

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2005 Conference Schedule

SCHEDULE
Thursday, August 4, 2005
11:00 - 12:00	Registration for pre-conference
12:00 - 1:30	Pre-conference luncheon
1:30 - 4:30	Pre-conference: Orientation for New Program Directors Colleen McArdell, manager of initial certification; Karim Cherif, UCLA; Tom Johansen, Fort Hays State University New program directors and contacts met CFP Board staff and experienced Program Directors to discuss the practical aspects of managing a Registered Program. Pre-registration required.
2:00 - 4:00	Exhibitor Sneak Preview Conference attendees had the opportunity visit exhibitors a day early.
2:00 - 5:00	Registration
5:00 - 7:00	Reception Joint with Firm Meeting representatives

Friday, August 5, 2005
7:00 - 8:00	Breakfast
7:00 - 8:00	Registration
8:00 - 8:40	Welcome Sarah Ball Teslik, CFP Board's CEO. Attendees heard perspectives on the industry and plans and agenda for the coming year.
8:40 - 9:30	Keynote Presentation Mr. Steven M.H. Wallman - Implications of the Changing Demographic Environment Mr. Wallman is a former SEC commissioner with 20+ years experience in the financial services industry who has given serious thought to the implications of the demographic changes in our society.
9:30 - 10:00	Break
10:00 - 11:00	General Session The Next Generation of Financial Planners? Panel discussion moderated by Neil Brown, CFP®, CPA, Midlands Technical College; panelists include Kevin Ruth, CFP®, Director of Financial Planning for UBS Financial Services and Michael Kitces, CFP®, founder of NexGen, a group of young financial planners. How is the next generation of financial planners faring in today's environment? Is CFP Board's educational requirement meeting their needs or the needs of their future employers?
11:10 - 12:00	Breakout 1: Ethics: from Practice to Paper James Brennan, director, professional review, CFP Board; James Spencer, CFP®, Charles Schwab; Lori Lothringer, Metropolitan Community College Attendees learned how the most common professional review cases are handled in a corporate environment and discussed novel approaches for incorporating these cases in the teaching environment.
	Breakout 2: Online Educational Programs/Challenges and Opportunities/Marketing Issues Somnath Basu, California Lutheran University; Keith Fevurly, Kaplan University Participants discussed the opportunities for synergies by sharing resources in this increasingly popular delivery channel?
	Breakout 3: Islamic Finance David Upton, Virginia Commonwealth University There is a growing Muslim community in the U.S. and Muslims represent about 20% of the world's population. David presented an overview of the differences between Islamic and traditional finance, and the new Shari'ah compatible instruments that have been developed for investors and consumers.
12:15 - 1:30	Lunch
1:30 - 3:00	Breakout 1: Innovative Approaches to Make Financial Planning Relevant to Students Tony Emmanuel, Franklin University, and Ira Fateman, UC - Berkeley Financial planning has two critical skills sets. The first is content, the hard science, the second is process, the art of building relationships. The presenters covered innovative curriculum approaches to each of these skill sets based on the experience of successful planners.
	Breakout 2: Improving your Investment Courses David Cordell, CFP®, Texas Tech; Mike Cates, CFP®, College for Financial Planning; Norman Boone, CFP®; and Linda Lubitz, CFP® David Cordell facilitated this session on the Model Curriculum, good assessment practices and how the development of an Investment Policy Statement can add value to an investment course.
	Breakout 3: Global Financial Planning Curriculum: Possible or Pipedream? and CFP® Certification, China and You Noel Maye, CEO, Financial Planning Standards Board, and Mr. Feng Liu, Financial Planning Standards Council of China Participants joined Financial Planning Standards Board for a dialogue on whether a global curriculum for financial planning is feasible/desirable, and how such a program could be structured/delivered. Attendees also learned about the introduction of the CFP® certification to the People's Republic of China and the role that U.S. educators can play in evolving the profession in one of the world's most dynamic economies.
3:00 - 3:30	Break
3:30 - 5:00	Conference Participants Session Facilitated by Jeff Lambert, University of California - Davis An informal open forum for program directors, contacts and faculty.
5:00 - 5:30	Q&A with CFP Board
6:30 - 7:30	Cocktail Reception
7:30- 10:00	Dinner and Evening at the Carnival

Saturday, August 6, 2005
7:30 - 8:30	Breakfast
8:30 - 9:20	General Session CFP Board's 2004 Job Analysis and New Topic List Dave Livran, CFP®, CFP Board's director of examination facilitated this session with assistance from David Cordell, CFP®, and Richard Stumpf, CFP®, Board of Examiners. Attendees heard the results of the 2004 Job Analysis Survey and the resulting changes to the Topic List.
9:20 - 10:30	General Session Working with CFP Board using New Technologies, New Processes, New Procedures Colleen McArdell, manager of initial certification
10:30 - 11:00	Break
11:00 - 11:50	Breakout 1: Marketing Your Certificate Program Valerie Barnes, Fairleigh Dickinson University and Thomas Couch, formerly with Oglethorpe University Suggestions to effectively market a certificate program.
	Breakout 2: Student Planning Opportunities Vickie Hampton, Texas Tech, and Ira Fateman, UC - Berkeley, shared ideas for creating opportunities for students to gain practical planning experience on campus.
	Breakout 3: Sharing Resources Sheran Cramer, University of Nebraska, shared some valuable insights learned on cross-institutional collaboration from the Great Plains Consortium Program.
12:00 - 1:20	Lunch
1:20 - 2:30	Breakout 1: Behavioral Finance Somnath Basu, California Lutheran University; Chris Coyne, Saint Joseph's University Attendees learned more about the importance of this emerging field of study on personal financial planning.
	Breakout 2: Survey of Trends in Financial Planning Education Carol Lee Roberts, CFP®, De Paul University Determine significant benchmarks to be used as a guide in evaluating trends in financial planning education.
2:30 - 3:00	Break
3:00 - 3:50	Breakout 1: Trends in Financial Planning Dirk Pantone, College for Financial Planning and Sean Walters, FPA The College for Financial Planning and the Financial Planning Association both conducted surveys within this past year that shed light on the current state of the financial planning profession.
	Breakout 2: Rating Publications - An AACSB Research Standards Workshop Discussion led by Tom Warschauer, San Diego State University.
4:00 - 4:50	General Session Update on the Model Curriculum Discussion led by Conrad Ciccotello, Georgia State, and David Upton, Virginia Commonwealth, who have both used the Model Curriculum to update and refine their Programs.